Based in Oakville, Ken is the founder of the Jean Wealth Management Group at National Bank Financial. With 27 years of investment management experience, Ken is personally responsible for the management and construction of his clients' portfolios, as well as ongoing client reviews and communication. Ken graduated university with Honours and holds a Bachelor of Commerce and Masters in Business Administration. Upon graduation, Ken was the Chief Financial Officer of an overseas medical organization prior to joining the securities industry.
Ken's appointment as a Senior Wealth Advisor of National Bank Financial further underscores his business accomplishments and success in helping clients reach their financial goals. Ken's accreditation as a Portfolio Manager is recognized as one of the highest credentials available in the investment industry. It is awarded to industry-recognized professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
Ken also has been granted the "Social Commitment" award for the South Western Ontario region. This award, bestowed on an annual basis, recognizes Advisors who have been effective in espousing the values of social responsibility within their respective communities. Actively involved in the community, Ken has coached a number of athletic teams and has been supporting a number of non-profit organizations for many years. Not only did Ken stand out for his remarkable sense of professionalism and social commitment, but he also demonstrated extensive dedication to the well-being of his clients and to the development of his community socially, economically and ecologically.
